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BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2K ﹤0.01%
58
+22
1127
$2K ﹤0.01%
58
+30
1128
$2K ﹤0.01%
+145
1129
$2K ﹤0.01%
147
-75
1130
$2K ﹤0.01%
534
-441
1131
$2K ﹤0.01%
+43
1132
$2K ﹤0.01%
129
+10
1133
$2K ﹤0.01%
36
-1
1134
$2K ﹤0.01%
+43
1135
$2K ﹤0.01%
218
+86
1136
$2K ﹤0.01%
+335
1137
$2K ﹤0.01%
76
-174
1138
$2K ﹤0.01%
63
+47
1139
$2K ﹤0.01%
43
-85
1140
$2K ﹤0.01%
40
+10
1141
$2K ﹤0.01%
10
1142
$2K ﹤0.01%
138
1143
$2K ﹤0.01%
120
1144
$2K ﹤0.01%
61
+41
1145
$2K ﹤0.01%
45
1146
$2K ﹤0.01%
51
+14
1147
$2K ﹤0.01%
152
+52
1148
$2K ﹤0.01%
262
+116
1149
$2K ﹤0.01%
172
+140
1150
$2K ﹤0.01%
256
+20
44 45
46
47 48